A rapidly scaling real estate client needed to grow its sales team to keep up with demand. With Nidish’s HubSpot implementation and Sales Hub Enterprise, our client increased revenue and scaled its sales team threefold year over year, while expanding into multiple new markets.
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Outgrowing a legacy CRM
Our real estate client began as a small team building a digital-first offering in commercial real estate. Early success exposed limits in their tools. Their legacy real estate CRM and marketing stack worked at first, but as listings multiplied and new markets opened up, the system started to slow the business down.
“We launched quickly on what we had, but growth made it clear the platform was holding us back,” says the client’s COO. “We needed a solution that could grow with us without becoming another operational headache.”
Agents were spending too much time organizing contacts manually, and onboarding new hires was inconsistent. The leadership team also lacked a clear, real-time view of demand or individual capacity, making it difficult to confidently decide when to hire or where to focus resources.
Searching for a better fit
The team evaluated several options. Some tools were simple but lacked the power to manage a growing pipeline of listings and leads. Others had the features but required expensive administration and steep ongoing effort to operate.
When they partnered with us, the goal was simple: combine the power of a robust sales platform with the ease of a solution your team will actually use. We recommended and implemented HubSpot’s Sales Hub Enterprise, configured it to the client’s processes, and trained the team to use the platform day to day.
Implementation, training and support
We worked alongside the client to configure Sales Hub Enterprise for their specific workflows, integrate their critical systems, and deliver practical training. The client implemented the solution themselves with us guiding each step and providing ongoing support.
“With Nidish we didn’t just get a vendor,” the COO explains. “We got a partner who understood our operations and helped us put the right processes in place. The transition was fast and everyone picked it up quickly.”
Bringing sales and marketing together
One immediate win was unifying sales and marketing on a single platform. That removed the friction between teams and made it easy to move prospects from initial engagement to closed deals. The client was able to standardize onboarding for new agents, ensure everyone followed the same playbook, and share best practices across the team.
Key features that made a difference
Below are the specific Sales Hub Enterprise capabilities we configured that delivered measurable impact.
Sequences
The client used sequences to automate personalized outreach and follow-up tasks. Agents could maintain a consistent cadence while tailoring messaging at scale.
“Sequences gave our reps both structure and flexibility,” says the COO. “They could use templates that worked, then personalize them for each prospect. That mix improved response rates.”
Playbooks
We set up playbooks to centralize call scripts, qualification questions and battle cards. Sales reps had quick access to the information they needed during calls, which reduced ramp time and improved call quality.
Mobile App
Because the sales team often works in the field, the HubSpot mobile app became essential. Reps could call, log notes, and check deal or listing details from anywhere, so momentum never stalled because someone was away from their desk.
Reporting
We built custom dashboards and reports so leadership could see the health of the pipeline at a glance. Those dashboards made it possible to spot funnel leaks, measure rep capacity, and make hiring decisions based on hard data.
Integrations
To reduce manual work, We integrated the client’s most important tools with HubSpot, including their custom applications. That eliminated duplicate data entry and gave the team a single source of truth.
Results: repeatable process, faster growth
With the right systems in place, the client quickly built a repeatable sales process that the team fully embraced. Leadership gained clear visibility into performance and pipeline health, which made it possible to scale hiring and confidently expand into new markets.
- By combining process, tooling, and training, the client achieved strong results over a single growth period:
- Revenue grew by 3x year over year.
- The sales team scaled 3x in headcount in the same timeframe.
- The company expanded into multiple new markets without losing consistency in its sales process.
Looking ahead with confidence
Scaling from a small, regional brokerage to a large, multi-market organization is never simple. The client says having Nidish in their corner made the transition manageable.
“We grew fast, and Nidish made sure our systems and processes kept up,” the COO says. “We now have the visibility to make smarter decisions and the flexibility to keep growing. Nidish gave us the tools and the partnership to scale.”
If you are facing the same growing pains — inconsistent onboarding, limited visibility, or teams working in silos — We helped real estate businesses implement HubSpot in a way that balances power with ease of use so you can focus on growth, not administration.
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